Client Portfolio Manager
• Podcast
EM to the core, Episode 7 – Emerging markets debt dynamics
Investors in EM equities may worry they're doubling up by investing in EM debt. That isn't the case, though, with EM bonds drawing on sovereign credit cycles and local currency dynamics that move independently from equities. The foundation has never been stronger, with emerging market economies having recently navigated geopolitical shocks, inflation, and developed-market turbulence. With improving fiscal discipline and economies benefiting from long-term structural themes, EM debt has the resilience to underpin a compelling income opportunity.
Authors
Meena Santhosh
Discover emerging opportunities
For investors focused on long-term investing with real diversification, EM exposure is critical.
View all
Available on
Tune in now – Robeco podcasts
Important information
This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
